Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Life$947K
- Long-term disability$442K
- Vision$224K
Sponsor portfolio
FILTRATION GROUP CORPORATION
EIN 27-3741564ManufacturingLatest filing 2024
Plans
2
Retirement
1
$224.2M assets
Welfare
1
$2.3M premiums
Participants
6,637
9442 CAPITAL OF TEXAS HWY. N SUITE - AUSTIN, TX 78759503-516-7470
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 3,130 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
- VISION SERVICE PLAN10%
- MAGELLAN HEALTHCARE4%
Broker market share
Schedule A broker compensation
93%top
- FREESTONE FINANCIAL, LLC93%
- WILLIS TOWERS WATSON US LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FILTRATION GROUP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$224.2M
Participants3,634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FILTRATION GROUP EMPLOYEE MEDICAL BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives3,130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FILTRATION GROUP 401(K) RETIREMENT SAVINGS PLAN | 401k | $224.2M | 3,634 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FILTRATION GROUP EMPLOYEE MEDICAL BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.3M | 3,130 | 2024 |
Retirement plans
Welfare plans